Groupon Stock Discussion

Groupon's subdued revenue growth projections, compared to the wider industry, could lead to a share price decline and a lower P/S ratio, risking shareholders' investments and potential investors paying an unnecessary premium.

Roth MKM analyst Sean McGown maintains Buy rating for Groupon, with a target price 53% higher than current. All analysts covering MOD stock rate it a Buy, with the highest target price 10% higher than current. Modine's potential sales and profit growth outshine Groupon's. Modine stock trades at a reasonable 24x the analyst EPS estimate for fiscal 2025.

Despite revenue shrinkage, the market reacted positively with a significant share price increase. This could be due to the market pricing in the revenue fall. Short-term gain in total shareholder return hints at a potentially brighter future, despite long-term loss.

Groupon faces revenue decline due to lower platform engagement. Meanwhile, it looks to play a bigger role in gifting for growth. Despite ongoing transformation efforts and a drop in share price, management remains confident in their operational efficiency and liquidity.

The absence of insider transactions in Groupon over the past year is concerning. Despite insiders maintaining 17% ownership in the company, the reasons for their stake sales, particularly at prices below the current rate, question the company's perceived value.

Analyst Sean McGowan deems Groupon's cash generation during business growth 'severely under-appreciated', with untapped value in non-core assets such as GiftCloud and stake in SumUp.